See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $133,377 | $68,719+94.1% | $91,541+45.7% | $84,808+57.3% |
| Participation rate | 92.1% | 64.5%+27.6pp | 69.8%+22.3pp | 68.3%+23.8pp |
| Annual return | 10.19% | 19.12%-8.9pp | 20.50%-10.3pp | 40.90%-30.7pp |
| Employer contribution / active EE | $7,261 | $1,920+278.2% | $2,505+189.9% | $2,631+176.0% |
| Participant deferral / active EE | $12,274 | $3,136+291.4% | $4,008+206.2% | $4,212+191.4% |
| Admin fee / account holder | $188 | $5,786-96.7% | $6,956-97.3% | $7,344-97.4% |